Filed April 16, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $622,664 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $599,130 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT Service code 13 · EIN 36-2235791 | Contract Administrator | $42,445 |
DELOITTE & TOUCHE LLP6 years Filed as: DELOITTE & TOUCHE Service code 10 · EIN 43-1912740 | Accounting | $41,604 |
PENSION BENEFIT INFORMATION2 years Filed as: PENSION BENEFIT INFORMATION, LLC Service code 15 333 SOUTH SEVENTH ST, SUITE 2400 · MINNEAPOLIS, MN 55402 | Recordkeeping | $14,977 |
MERCER1 year Service code 16 · EIN 13-2834414 | Consulting | $5,200 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $4,200 |
EM PRINTING4 years Service code 36 3081 BARTLETT CORPORATE DRIVE · BARTLETT, TN 38133 | Copying and duplicating | $832 |
CURCIO WEBB10+ years Service code 16 · EIN 36-4171366 | Consulting | $786 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 23-1159360 | Consulting | $602 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,621 | $244,991-71.6% | $105,624-34.1% | $106,553-34.7% |
| Participation rate | 95.4% | 88.4%+7.0pp | 75.3%+20.1pp | 69.8%+25.5pp |
| Annual return | 11.46% | 13.48%-2.0pp | 116.20%-104.7pp | 17.37%-5.9pp |
| Employer contribution / active EE | $1,815 | $8,816-79.4% | $3,168-42.7% | $3,359-46.0% |
| Participant deferral / active EE | $5,088 | $11,442-55.5% | $5,013+1.5% | $5,562-8.5% |
| Admin fee / account holder | $52 | $88-41.0% | $10,961-99.5% | $80-34.9% |